Customer Success Manager, Tier 1 (West)

3 weeks, 1 day ago
Full-time
Senior
Customer and Technical Support
Eltropy

Eltropy

Eltropy is a digital conversations platform for CFIs, providing AI-driven communication tools to enhance operations, engagement, and productivity while ensuring security and compliance.

Communications Equipment
51-250
Founded 2013
$21M raised

Description

  • Serve as the strategic advisor and primary contact for approximately 20 Tier-1 credit union and community bank accounts.
  • Conduct regular customer check-ins and executive business reviews focused on outcomes, ROI, and satisfaction.
  • Develop and execute multi-year customer success plans aligned with business and transformation goals.
  • Monitor customer health, usage, risks, and retention indicators to identify and mitigate churn.
  • Identify expansion and upsell opportunities and collaborate with Sales on account planning and commercial discussions.
  • Program-manage complex onboarding and implementation projects across multiple teams and locations.
  • Drive product adoption through tailored training, enablement resources, change management, and best practices.
  • Advocate for customer needs with Product, Engineering, Support, Marketing, and other internal teams.
  • Collect and synthesize customer feedback to influence product development and roadmap decisions.
  • Track portfolio metrics and maintain accurate records of customer interactions, risks, opportunities, and plans.

Requirements

  • 5+ years of customer-facing experience in account management or customer success.
  • Experience with B2B SaaS and/or FinTech, ideally supporting complex Tier-1 or enterprise customers.
  • Ability and willingness to travel to customer sites up to 25%.
  • Strong analytical, problem-solving, and data-driven decision-making skills.
  • High technical aptitude and ability to learn new software and tools quickly.
  • Exceptional communication and executive presence, with the ability to build trust and influence stakeholders.
  • Customer-centric approach with an understanding of business, technical, and operational needs.
  • Strong cross-functional collaboration skills across Sales, Product, Support, Implementation, and leadership teams.
  • Adaptability and resilience in a fast-paced startup environment.

Benefits

  • Remote position available in Washington or Oregon.
  • Base salary of $125,000–$135,000.
  • Equal opportunity employment.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Manufacturing Customer Success Manager

Xometry Europe 251-1K Industrial Conglomerates

Xometry is seeking a remote Customer Success Manager to support its Operations team by coordinating customized-part orders, managing supplier performance, and resolving issues to improve delivery, quality, and customer satisfaction.

45 minutes ago

Senior Partner Success Manager

Via 251-1K Road & Rail

Via is seeking a Senior Partner Success Manager to support transportation partners in the Central US by improving service performance, strengthening relationships, and driving long-term revenue growth.

CRM Tableau
45 minutes ago

Customer Success Manager

PetDesk 51-250 Health Care Providers & Services

As a Customer Success Manager at PetDesk, you will manage the post-sales experience for 400+ veterinary practice accounts, driving product adoption, retention, customer outcomes, and expansion.

Salesforce
45 minutes ago

Sr. Customer Success Manager, North America

Duetto 51-250 Hotels, Restaurants & Leisure

Duetto is hiring a senior Customer Success leader to manage the post-sales lifecycle for strategic North American hotel, resort, and casino accounts, driving retention, expansion, and measurable revenue growth.

Salesforce Tableau
1 hour ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers